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Strategic Marketing Automation Consulting

Empowering Your Business with the Right Marketing Automation Strategy – From selecting the best tools to designing seamless customer journeys, we ensure your automation delivers maximum efficiency, engagement, and ROI.

Marketing Automation Requirements Gathering

Build a Solid Foundation for Success

Define Your Needs, Choose the Right Solution, and Maximise ROI

Implementing or optimising a marketing automation platform without a clear roadmap can lead to wasted time, costly mistakes, and underperforming campaigns. Marketing Automation Requirements Gathering ensures you define the right strategy, select the best-fit tools, and create scalable processes to drive business growth.

At Martech Mavens, we help businesses clarify their marketing automation goals, align technology with strategy, and document key requirements to ensure a seamless implementation or optimisation process.

Why Marketing Automation Requirements Gathering is Essential

Avoid Costly Mistakes – Ensure your platform or strategy aligns with your business objectives.
Maximise Efficiency – Identify automation opportunities that save time and resources..
Enhance Engagement & Conversion – Define the automation processes that improve lead nurturing, customer retention, and sales.
Ensure Scalability – Future-proof your marketing automation for long-term growth.
Make Data-Driven Decisions – Choose the right automation tools based on business needs, not guesswork.

Our Marketing Automation Requirements Gathering Services

1. Business Goals & Marketing Needs Assessment

Analyse your current marketing processes, challenges, and opportunities.
Define key performance indicators (KPIs) to measure success.
Align marketing automation with lead generation, customer retention, and revenue growth.

2. Stakeholder & Team Collaboration

Conduct interviews and workshops with marketing, sales, and customer service teams.
Identify specific requirements for lead management, campaign execution, and reporting.
Ensure seamless alignment between technology, strategy, and team capabilities.

3. Marketing Automation Tool & Feature Requirements

Not all platforms are created equal.

Define essential platform features such as personalisation, segmentation, analytics, and automation.
Evaluate integration requirements with CRM, analytics, and third-party tools.
Ensure your platform supports multi-channel marketing, including email, SMS, and social media.

4. Defining Automation Workflows & Use Cases

Marketing automation should streamline key business functions, including:

Customer retention & re-engagement – Setting up automated responses based on user behaviour.
Multi-step campaigns – Ensuring smooth execution of email, SMS, and social media campaigns.
E-commerce & transactional automation – Automating abandoned cart reminders, post-purchase follow-ups, and customer loyalty programs.
Lead nurturing – Automating touchpoints from prospect engagement to conversion.
Sales enablement – Enhancing lead scoring and CRM automation for sales teams.

5. Data & Compliance Considerations

A successful automation strategy depends on clean, actionable data and compliance with industry regulations.

Assess data governance, segmentation, and hygiene strategies to ensure optimal use.
Ensure compliance with email regulations.
Define data structures and workflows for seamless automation execution.

6. Final Requirements Documentation & Roadmap

Once all requirements are gathered, we provide a detailed action plan, including:

A comprehensive requirements document outlining automation needs.
A structured plan for tool selection, implementation, and optimisation.
Clear recommendations to ensure seamless execution and measurable success.

Who Needs This Service?

Businesses implementing marketing automation for the first time.
Companies switching platforms and needing structured selection criteria.
Marketing teams seeking to automate and optimise workflows.
Organisations looking to enhance multi-channel marketing efficiency.

Why Choose Martech Mavens?

Expert-Led Strategy – Over a decade of experience in marketing automation consulting.
Vendor-Neutral Approach – We help you find the best platform for your needs.
Data-Driven Insights – Every recommendation is based on business goals, not assumptions.
Seamless Implementation Roadmap – Avoid delays, inefficiencies, and common automation pitfalls.
There are many other business and functional requirements to consider.

Lay the Foundation for Marketing Automation Success

Don’t let unclear requirements slow you down. Partner with us to define, document, and implement a marketing automation strategy that drives real business results.

Get In Touch

Marketing Automation Tool Evaluation

Find the Right Platform for Your Business

Choose the Best Marketing Automation Solution with Confidence

Selecting the right marketing automation platform is a critical decision that impacts your customer engagement, campaign effectiveness, and overall marketing success. With so many tools available—each offering different features, integrations, and pricing—it’s easy to feel overwhelmed.

Our Marketing Automation Tool Evaluation service helps you navigate the options, ensuring you choose a platform that aligns with your business goals, integrates seamlessly with your tech stack, and maximises your ROI. Whether you’re investing in marketing automation for the first time or looking to switch platforms, we provide expert guidance for a confident decision.

Why Invest in a Marketing Automation Tool Evaluation?

Avoid Costly Mistakes – Ensure the tool you choose is the best fit for your business, preventing wasted investment.
Maximise Efficiency – Select a platform that streamlines workflows and saves time.
Enhance Customer Engagement – Leverage the right automation features to improve lead nurturing and personalisation.
Ensure Scalability – Pick a system that grows with your business and future marketing needs.
Improve ROI – Invest in a platform that delivers measurable results and integrates seamlessly with your existing tools.

Our Marketing Automation Tool Evaluation Services

1. Business Needs & Marketing Goals Analysis

Before evaluating platforms, we work with you to define what success looks like.

Assess your current marketing operations, challenges, and automation maturity.
Identify must-have features based on your objectives, whether it’s lead nurturing, campaign orchestration, or multi-channel engagement.
Ensure alignment with your CRM, data management, and reporting needs.

2. Feature & Functionality Comparison

Marketing automation platforms vary widely in capabilities. We compare the top tools based on key features such as:

Email automation & campaign management
Audience segmentation & personalisation
Lead scoring & lifecycle tracking
Multi-channel marketing (Email, SMS, Direct Mail, Social)
AI-driven automation & analytics

And evaluate how well each platform meets your marketing and customer engagement goals.

3. Technical & Integration Assessment

A marketing automation platform must work seamlessly within your existing ecosystem.

Assess integration compatibility with your CRM, analytics tools, and other marketing technologies.
Review compliance with GDPR and other regulations.
Identify potential technical challenges and data synchronisation requirements.

4. Pricing & Total Cost of Ownership Analysis

Marketing automation pricing can be complex, with licensing, implementation, and hidden costs.

Compare pricing models, licensing fees, and additional costs.
Provide a transparent breakdown to help you make an informed financial decision.
Analyse cost vs value to ensure the best long-term investment.

5. Vendor Selection & Demo Support

We simplify the selection process by:

Shortlisting the best-fit vendors based on your business requirements.
Providing structured evaluation criteria to help you assess usability and effectiveness.
Arranging demos and guiding you through trial periods.

6. Final Requirements Documentation & Roadmap

Once we complete our analysis, we provide:

A detailed report outlining strengths, weaknesses, and key takeaways.
A clear recommendation based on your marketing strategy and long-term growth plans.
Guidance on next steps, whether it’s implementing a new tool or optimising an existing one.

Who Needs This Service?

Businesses implementing marketing automation for the first time.
Companies looking to upgrade or migrate from an existing platform.
Marketing teams wanting a structured approach to vendor selection.
Organisations seeking better integration, efficiency, and automation capabilities.

Why Choose Martech Mavens?

Expert-Led Evaluation – We bring years of hands-on experience with leading marketing automation platforms.
Vendor-Neutral Approach – Our recommendations are based on your needs, not vendor affiliations.
Data-Driven Decision Making – We use structured analysis to ensure you make the right investment.
Seamless Selection & Implementation Support – From evaluation to adoption, we guide you every step of the way.

Make the Right Investment in Marketing Automation

Choosing the wrong platform can cost you time, money, and lost opportunities. Let us help you select the best marketing automation tool to drive engagement, efficiency, and business growth.

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Customer Journey Creation

Design Seamless Experiences That Convert

Map, Automate, and Optimise Customer Journeys for Maximum Engagement

A well-designed customer journey is the key to delivering personalised, engaging, and high-converting experiences across multiple touchpoints. Whether you’re nurturing leads, onboarding new customers, or driving long-term retention, an optimised journey ensures your audience receives the right message at the right time.

Our Customer Journey Creation service helps businesses design, implement, and refine automated customer journeys that enhance engagement, improve conversion rates, and maximise ROI. With a data-driven approach, we ensure every step of your customer journey is optimised for impact.

Why Customer Journey Creation is Essential

Increase Engagement – Guide customers through a seamless, personalised experience
Improve Conversion Rates – Deliver targeted messaging at critical decision points.
Maximise Retention & Loyalty – Keep customers engaged beyond the first purchase.
Streamline Automation – Reduce manual effort while maintaining a personalised touch.
Improve ROI – Invest in a platform that delivers measurable results and integrates seamlessly with your existing tools.
Optimise Marketing ROI – Ensure every interaction moves customers closer to conversion.

Our Customer Journey Creation Services

1. Customer Journey Strategy & Mapping

Every great journey starts with a plan.

Identify key customer touchpoints across email, SMS, social media, and web.
Define critical stages such as awareness, consideration, conversion, and retention.
Align automation with customer needs to create a frictionless experience.

2. Data-Driven Audience Segmentation

Not all customers follow the same path.

Segment audiences based on behaviour, demographics, and engagement history.
Personalise experiences using dynamic content and automated decision-making.
Ensure highly targeted messaging that resonates with each customer segment.

3. Automated Workflow Design & Implementation

Automation is key to executing a scalable, high-performing customer journey.

Design and build automated workflows that guide customers through the funnel.
Set up trigger-based messaging based on customer actions and intent.
Ensure seamless integration with CRM, analytics, and marketing platforms.

4. Multi-Channel Customer Engagement

Your customers interact across multiple channels—your strategy should too.

Develop email, SMS, push notification, and social automation.
Optimise messaging for cross-channel consistency.
Create responsive customer journeys that adapt to engagement patterns.

5. Performance Tracking & Optimisation

A customer journey should evolve based on data.

Analyse conversion rates, engagement metrics, and drop-off points.
Run A/B testing to refine content, timing, and messaging.
Continuously optimise workflows to improve customer lifetime value and retention.

Who Needs This Service?

Businesses looking to streamline marketing automation for better efficiency.
Companies aiming to increase engagement and conversions through personalised experiences.
Brands with complex customer journeys needing structured automation.
Marketing teams wanting to reduce manual effort while improving results.

Why Choose Martech Mavens?

Data-Driven Strategy – We base every decision on customer behaviour and analytics.
 Proven Expertise in Automation – Our team has deep experience with leading automation platforms.
Personalisation at Scale – We create highly tailored, automated experiences that drive results.
Ongoing Optimisation – We don’t just set up journeys; we help refine them for long-term success.

Create Customer Journeys That Drive Engagement & Growth

A well-designed customer journey means more engagement, higher conversions, and stronger customer relationships. Let us help you map, automate, and optimise your customer journeys for maximum impact.

Talk to Our Experts

Have Questions or Ready to Start? We’re Here to Help – Get in Touch.

Contact Us
Martech Mavens logo black and white
Martech Mavens SL

Calle Fastenrath 92,
Barcelona, 08035
España
VAT ESB16457442
Registered in Spain, Registro Mercantil 24056770

Phone: +34 93 524 1437
Email: [email protected]

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